Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,741 | $110,137-24.0% | $161,149-48.0% | $82,637+1.3% |
| Participation rate | 47.8% | 72.4%-24.6pp | 78.8%-31.1pp | 68.1%-20.3pp |
| Annual return | 19.02% | 20.69%-1.7pp | 21.16%-2.1pp | 53.51%-34.5pp |
| Employer contribution / active EE | $2,295 | $2,856-19.6% | $4,360-47.4% | $2,552-10.1% |
| Participant deferral / active EE | $4,380 | $4,575-4.2% | $6,153-28.8% | $4,126+6.2% |
| Admin fee / account holder | $6,944 | $9,467-26.6% | $15,194-54.3% | $7,339-5.4% |